4 Things Clients Want From Advisors That Robos Can’t Do: IMCA
IMCA Investor Sentiment Survey finds clients “expect more than what the regulators require” on advisor competency.
Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
IMCA Launches Online Behavioral Finance Program
The program will be delivered by noted behavioral finance experts like Dan Ariely.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
How to Connect With (and Keep) Female Clients: Kathleen Kingsbury
Advisor coach and former therapist Kathleen Burns Kingsbury talks to ThinkAdvisor about the gender differences many advisors don't understand.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
Helping Advisors Deal With the Uncomfortable but Inevitable
Amy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.